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招商证券（国际）早会纪要 20260901	招商香港研究部	2026-09-01
比亚迪股份 (1211 HK) - 出海已成核心增长支柱，下半年全球化高端化加速	梁勇活	2026-08-31
BYD (1211 HK) - Overseas Expansion Emerges as Core Growth Pillar; Globalization and Premiumization Accelerate in 2H	Liang Yonghuo	2026-08-31
大行科工 (2543 HK) - 上半年业绩及分红超预期，四大催化剂持续兑现	黄铭谦,张力丹	2026-08-31
Dahon Tech (2543 HK) - 1H beat + div surprise; 4 catalysts delivering	Wong Ming Him, Joseph,Elaine, Zhang Lidan	2026-08-31
迈瑞医疗 (300760 CH) - 国内二季度现拐点，海外及新兴业务驱动内生盈利修复	陈铸鸿,谭震,陈泓道	2026-08-31
Mindray Medical (300760 CH) - 2Q26 Domestic Inflection; Overseas and Emerging Businesses Drive Earnings Recovery	Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George	2026-08-31
九毛九 (9922 HK，增持) - 太二关店周期收尾，复苏逻辑验证	黄铭谦,张力丹	2026-08-31
优必选（9880 HK，增持）- 人形核心支柱已成，下半年交付提速	梁勇活	2026-08-31
HK Strategy Weekly (31 August 2026) - Industrial Profit Recovery Slows; Southbound Funds Provide Support amid Rising Rate-Hike Expectations	Taylor, Ren Wen Fang	2026-08-31
港股市场周报 (2026/8/31) - 盈利修复趋缓，加息预期下南向资金逆势承接	任闻放	2026-08-31
毛戈平化妆品 (1318 HK) - 增长逻辑稳固; 市场过度放大短期业绩扰动	黄铭谦,张力丹	2026-08-31
招商证券（国际）早会纪要 20260831	招商香港研究部	2026-08-31
美团 (3690 HK, 增持) - 竞争理性化下利润修复路径清晰	李怡珊,王腾杰,张贺楠	2026-08-30
Mao Geping Cosmetics (1318 HK) - Growth intact; sell-off overprices the miss	Wong Ming Him, Joseph,Elaine, Zhang Lidan	2026-08-28
Weichai Power (2338 HK) - Strong Results Highlight Supply-Chain Resilience; Power and Energy Growth Accelerates	Liang Yonghuo	2026-08-28
潍柴动力 (2338 HK) - 强劲业绩体现产业链韧性，电力能源加速兑现	梁勇活	2026-08-28
Hansoh Pharma (3692 HK) - Global Shift and Domestic Momentum Reboot: Chronic Disease Business Poised for Strong Comeback	Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George	2026-08-28
翰森制药 (3692 HK) - 国际化转型及国内动能转换，迎接慢病强势回归	陈铸鸿,谭震,陈泓道	2026-08-28
哔哩哔哩 (BILI US, 增持) - 广告领跑，利润加速，关注游戏新周期	李怡珊,王腾杰,张贺楠	2026-08-28

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